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💼 Fleet Navigator for financial & insurance advisers
Process sensitive financial data locally: AI support for your advice, with no cloud risk at all
Use cases
ℹ️ One condition applies to all use cases: you have given Fleet Navigator access to the relevant documents beforehand.
📑 Policy & contract analysis
❌ Before: hours of combing through policy terms and plans by hand
✅ With Fleet Navigator: the AI finds the relevant clauses, exclusions and deadlines in minutes
💰 Time saved: 90% on contract reviews
📝 Advice records
❌ Before: laboriously writing up a record by hand after every meeting
✅ With Fleet Navigator: the AI turns your notes into draft records in line with the German Insurance Contract Act (VVG)
📋 Documentation duty reliably met
🔍 Plan & product comparison
❌ Before: comparing offers from different providers one by one
✅ With Fleet Navigator: the AI compares plans and shows gaps & differences at a glance
🎯 Better recommendations in less time
📊 Needs analysis
❌ Before: time-consuming assessment of the financial situation and gaps in cover
✅ With Fleet Navigator: the AI evaluates the customer’s documents and spots gaps in cover
💡 Well-founded advice at the push of a button
Benefits
🔒 Customer data stays local
Data on assets, health and income never leaves your office. 100% GDPR-compliant.
✓ No cloud
⚡ Lightning-fast document analysis
Policies, policy terms and applications searched in seconds instead of pored over for hours.
✓ 100x faster
📋 Documentation & anti-money-laundering (GwG) duties met
Advice records and supporting evidence are documented cleanly and automatically.
✓ Legally sound
🎯 Built on your own product knowledge
The AI draws on your plans, policy terms and advisory documents, and gives you precise answers.
✓ Tailored to you
💰 Predictable costs
With the free Light edition you pay only once, for the hardware. The larger editions come as a predictable annual licence instead of the running fees of per-seat cloud subscriptions.
✓ Predictable costs
🛡️ No dependence on the cloud
No vendor lock-in, no dependence on US cloud providers. Your data, your hardware.
✓ Full control
Ready for secure financial advice with AI?
Arrange your demo appointment today